Director of Operations & Technology – COO Succession Track

Overview

Director of Operations & Technology – COO Succession Track Jobs in Newport Beach, CA at Orion Placement

Why This Is a Great Opportunity

• Step into a high-visibility leadership role with a clear path toward becoming Chief Operating Officer.
• Work directly alongside an experienced COO through a structured knowledge-transfer and succession plan.
• Own meaningful technology, operations, people, and cross-functional initiatives rather than serving in a purely administrative capacity.
• Become the firm-wide Addepar expert while helping shape technology strategy, automation, and AI initiatives.
• Lead teams, vendors, systems, and projects with increasing autonomy and firm-wide impact.
• Join an established wealth management organization where your operational leadership can directly influence the future of the business.

Location

Newport Beach, CA. This is primarily an in-office leadership position, with the flexibility to work from home on Fridays.

Note:

Hands-on Addepar administration experience is a must. Candidates should have at least 2+ years directly administering Addepar, including data management, reporting, configuration, troubleshooting, and related system responsibilities, rather than simply consuming reports prepared by others.

About Us

We are an established, fee-only wealth management firm serving a select group of high-net-worth families and individuals. Our team combines thoughtful financial planning, disciplined investment management, and a highly personalized approach to client service. We value long-term relationships, sound judgment, collaboration, and doing what is right for our clients. Confidential Employer.

Job Description

• Partner closely with the current COO as part of a planned leadership succession and knowledge-transfer process.
• Coordinate and optimize the firm’s technology ecosystem, including Addepar, Salesforce, Orion, RedBlack, eMoney, Broadridge/ProxyEdge, and Schwab Institutional.
• Serve as the firm’s power user and administrator for Addepar, overseeing data accuracy, reporting, configuration, integrations, and client-facing outputs.
• Manage technology vendors and consultants, including licensing, pricing, upgrades, troubleshooting, and ongoing relationships.
• Identify opportunities to improve workflows through automation, AI tools, and smarter systems integration.
• Directly manage operations, accounting, and administrative team members, with leadership responsibilities expanding over time.
• Support hiring, onboarding, performance management, coaching, and employee development.
• Lead cross-functional projects from planning through execution, including technology rollouts, training initiatives, vendor transitions, and operational improvements.
• Build project plans, timelines, budgets, and status reporting for firm leadership.
• Coordinate outside vendors and contractors across operational, facilities, marketing, and administrative initiatives.
• Support HR administration, benefits coordination, office operations, compliance-related processes, and other firm-wide priorities.
• Gradually assume broader decision-making authority and operational ownership in preparation for the COO role.
• Build strong relationships with employees, vendors, industry contacts, and other key stakeholders.
• Help the CEO and leadership team translate strategic goals into effective operational execution.

Qualifications

• 5+ years of operations, business operations, business management, or systems leadership experience.
• 2+ years of direct, hands-on Addepar administration experience, including data, reporting, configuration, and troubleshooting.
• Experience within wealth management, an RIA, family office, investment management, or a closely related financial services environment strongly preferred.
• Demonstrated people management experience, including hiring, coaching, and performance management.
• Strong project management skills with a history of independently driving initiatives through completion.
• Ability to coordinate multiple technology platforms and drive effective adoption across teams.
• Exceptional organization, attention to detail, judgment, and discretion with confidential information.
• Strong communication skills and the ability to work effectively with executives, employees, vendors, and technology partners.
• Bachelor’s degree in business, finance, technology, or a related field preferred but not required.
• Experience with Salesforce, Orion, RedBlack, eMoney, Broadridge, Schwab Institutional, RIA compliance, or similar platforms is a plus.

Why You Will Love Working Here

You will have the rare opportunity to join a successful organization at a pivotal leadership point and grow into a true enterprise-level operational leader. Your work will have visible impact across people, technology, processes, and business strategy, while you receive direct exposure to the full scope of running a sophisticated wealth management firm. This is an ideal opportunity for a hands-on operator who wants meaningful responsibility today and a clear path toward executive leadership tomorrow.

JPC-1884

Pay: $180,000.00 – $225,000.00 per year

Benefits:

• Dental insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• Briefly explain which role on your resume best aligns with this position and why. If you have any resume gaps, please briefly explain.
• This role is hybrid at the Newport Beach, CA, location. Confirm you are okay with this: Y/N
• In what city/state do you currently reside?
• What base salary range would you need to make a move? Pls keep it aligned with your directly relevant experience, as candidates seeking compensation above their experience level may not be considered.

Experience:

• ops/busines ops/systems leadership: 5 years (Required)
• hands-on Addepar administration: 2 years (Required)

Work Location: Hybrid remote in Newport Beach, CA 92660

Title: Director of Operations & Technology – COO Succession Track

Company: Orion Placement

Location: Newport Beach, CA

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